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iShares Short Treasury Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$7.21M

Top Buyers

1
BlackRock
BlackRock
New York
$900M
2
Jane Street
Jane Street
New York
$160M
3
ACA
Anchor Capital Advisors
Massachusetts
$167M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$88.6M
5
Wealthfront Advisers
Wealthfront Advisers
California
$70.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
Cerity Partners
Cerity Partners
New York
$107M
3
AIA
Acute Investment Advisory
Arizona
$12.6M
4
AFP
Ausdal Financial Partners
Iowa
$3.29M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$24.2M -$3.56M -32,267 -13%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$23.2M +$5.79M +52,404 +33%
Financial Engines Advisors
78
Financial Engines Advisors
California
$21.7M -$1.33M -12,063 -6%
TAM
79
Tucker Asset Management
Colorado
$21.7M -$957K -8,660 -4%
OC
80
Oppenheimer & Co
New York
$21.6M +$2.75M +24,937 +15%
ONB
81
Old National Bancorp
Indiana
$21.6M +$10.3M +93,239 +91%
SCI
82
Stableford Capital II
Arizona
$21.4M -$171K -1,545 -0.8%
SQA
83
Simon Quick Advisors
New Jersey
$21.3M +$499K +4,515 +2%
VCM
84
Virtue Capital Management
Tennessee
$21.2M – – –
OIA
85
OneDigital Investment Advisors
Kansas
$21.1M +$1.43M +12,945 +7%
CWP
86
Concord Wealth Partners
Virginia
$20M +$5.66M +51,273 +39%
LF
87
Lee Financial
Texas
$18.9M -$709K -6,422 -4%
MKA
88
M. Kulyk & Associates
Georgia
$18.8M +$5.44M +49,225 +41%
SPIA
89
Strategic Point Investment Advisors
Rhode Island
$18.8M +$393K +3,562 +2%
KPWG
90
KFA Private Wealth Group
Virginia
$18.6M +$638K +5,773 +4%
AllianceBernstein
91
AllianceBernstein
Tennessee
$18.4M -$24.6M -222,828 -57%
ST
92
Smithfield Trust
Pennsylvania
$17.8M +$2.88M +26,097 +19%
MMA
93
Miracle Mile Advisors
California
$17.2M +$1.65M +14,954 +11%
OBWG
94
Onyx Bridge Wealth Group
New York
$17M -$345K -3,121 -2%
SG Americas Securities
95
SG Americas Securities
New York
$16.6M +$8.23M +74,526 +98%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$16.6M +$9.97M +90,439 +151%
MWM
97
Mascoma Wealth Management
New Hampshire
$16.4M +$1.36M +12,346 +9%
AssetMark Inc
98
AssetMark Inc
California
$15.8M +$14.1M +127,424 +795%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$15.5M -$6.92M -62,629 -31%
WWM
100
WJ Wealth Management
Arizona
$15.4M +$334K +3,026 +2%
2 3
4
5 6